HigHligHts • International Financial Reporting Standards and XBRL • CFO’s Guide to Operations • Cross-Border Planning for Individuals • Investing in China and India • U.S. International Tax Reporting • Manufacturing, Sales and Service Operations Abroad • The Non-Tax Taxes • Transfer Pricing Update 2008 iNteRNatioNal taX aNd International Tax and BUsiNess CoNFeReNCe 2008 Dec. 8 • San Francisco | Dec. 9 • Orange County North Business Conference Business today is on a global stage. Companies regularly work cross-border as www.educationfoundation.org technology and innovation bring far-flung markets to their doorsteps. The International Tax and Business Conference is critical to your success and understanding of the issues impacting our global economy. From an in-depth discussion of recent legislative and regulatory actions to intellectual property trends and a dissection of global tax issues, our experts deliver the information you need to know to better serve the businesses you work with who operate internationally. desigNed FoR RegisteR today! CPAs, CFOs, controllers, attorneys, tax directors, tax managers and other financial professionals who are involved in international business transactions. spoNsoRed By Redwood City, CA 1235 Radio Road 94065-1217 MAIL California CPA Education Foundation; P.O. Box 45066, to RegisteR San Francisco, CA 94145-0066 (Please allow time for processing.) PhONE (800) 922-5272 FAX (650) 802-6214 2008 iNteRNatioNal taX aNd BUsiNess CoNFeReNCe www.edUCatioNFoUNdatioN.oRg WEB www.educationfoundation.org This is my: Business Home 8:30 AM WeLCOMe 12:00 PM LUNCH - iNCLUded Name: ___________________________________ Title: ______________________ Susan kohn Ross, esq. Sou k. Ho, CPA • E-discovery CalCPA/Foundation I.D.: ________________________________________________________________ Mitchell Silberberg & Knupp LLP | Los Angeles Conference Co-Chair - What is it? 1:00 PM Business: ________________________________________________________________ KPMG LLP | Mountain View - What am I obligated to do? U.S. international Tax Reporting In San Francisco: In Anaheim: dave kibbey Sean M. kane Address: ________________________________________________________________ katherine T. Leonard, CPA, MBA Jane M. Adamo, esq., LLM • General overview of inbound Deloitte Tax LLP | San Jose Deloitte Tax LLP | San Jose SuccessFactors, Inc. | San Mateo City/State/Zip: ________________________________________________________________ Conference Co-Chair • IRS Forms 1120-F, 5472, W-8 series, etc. Phone/Fax: ________________________________________________________________ Kate Leonard, CPA | Del Mar 3:30 PM OR • General overview of outbound E-mail: ________________________________________________________________ 8:35 AM Transfer Pricing Update Cross-Border Planning for individuals • IRS Forms 5471, 8621, 1118, etc. • Recent IRS guidance international Financial Reporting Standards Registration fees: Conference: • Individual inbound John Apuzzo, CPA • U.S. cost sharing and XBRL Member $300 Nonmember $390 VP $0 Coupon $0 - Immigration Deloitte Tax LLP | Costa Mesa Webcast: • Global financial and business reporting convergence - Estate tax planning • FIN48/IFRS Member $255 Nonmember $295 VP $225 Coupon $0 • International Financial Reporting - Income tax planning 2:10 PM BReAk • Selected international developments Standards (IFRS) - Compliance forms - Canada, India, China and Mexico I’d like to join CalCPA. Please contact me. - Form 1040NR landmines 2:20 PM CONCURReNT SeSSiONS (Choose One) • Looming SEC mandate for IFRS Margaret Critzer, CMA • Individual outbound Event#: Dec. 8, 2008—San Francisco $ _____________________ - What does it mean? Manufacturing, Sales and Service KPMG LLP | Mountain View - U.S. citizens with money overseas 58825301-ITC - What will implementation look like? Operations Abroad - Expatriation Dec. 9, 2008—Anaheim $ _____________________ - No LIFO with IFRS In San Francisco: In Anaheim: - Giving up green cards • how to take ownership of outbound strategy 58825302-ITC - Tax implications Tamara Berner Gracon Brian Burt - U.S. citizens buying real estate overseas Dec. 9, 2008—Webcast $ _____________________ • Technology solutions—XBRL and other KPMG LLP | Mountain View KPMG LLP | Los Angeles - Forms 3520 and 3520-A • Development of global strategy 88825301-ITCWB software tools - TDF 90-22.1 • Subpart F manufacturing issues under 4:35 PM AdJOURN - California residency rules VP Membership: Save hundreds with VP and Coupons! kurt P. Ramin, CPA, MBA, CeBS proposed regs (80 hours of live CPE, and more) • Services—2007 Notice 25% International Accounting Standards Committee Philip d. W. Hodgen, esq., LLM CalCPA Member—$1,280 Nonmember—$1,750 Foundation | London, England Hodgen Law Group, PC | Pasadena • Use of check the box Coupons: Coupon 5—$1,235 Coupon 10—$2,355 • XBRL—A new era for financial analysis In San Francisco: • Use of holding companies For more information about VP or Coupons, call (800) 922-5272 or Charlotte ito, esq. • Cost sharing visit www.educationfoundation.org/discount. • SEC plans for XBRL mandate Bryan Cave LLP | San Francisco • highlights—SEC’s proposed rule for XBRL • Transfer pricing implications Total due $____________________ OFF In Anaheim: Method of Payment: VP • Available XBRL solutions and services • Selection of location Lawrence H. Heller, esq., TeP Coupon Coupon Serial# _________________ Liv A. Watson Bryan Cave LLP | Santa Monica William k. Norman, esq., LLM Check (payable to California CPA Education Foundation) IRIS Business Services | New York, NY Ord & Norman | Los Angeles GET MORE VALUE. JOIN TODAY. Visa MasterCard American Express 11:00 AM 9:35 AM BReAk investing in China and india OR CALCPA.ORG/JOiN Card Number __________________________________ Exp ____________ • Business considerations—accounting, foreign The Non-Tax Taxes 9:45 AM CONCURReNT SeSSiONS (Choose one) * Approximate discount for CalCPA Cardholder Name _______________________________________________ exchange controls, market entry, hiring of em- • Customs members on Foundation events. The CFO’s Guide to Operations ployees - Export restrictions: homeland security and Your Priority Code 9532 • Tax considerations—tax incentives, direct and state and commerce departments • Managing expats and “impats” indirect tax, permanent establishment - Customer practice CRedit iNFoRmatioN RegistRatioN iNFoRmatioN • Treasury issues - Foreign country import restrictions • Investment structure—treaty network, transfer CPE: 8 hours All registrations are taken on a first-come, For VP members and coupon users, a California CPA Education - Managing international cash pricing - Product safety, environmental and security issues first-served basis. The California CPA $125 cancellation fee will be charged Foundation is registered with • Foreign Corrupt Practices Act A&A: 1 hour Education Foundation reserves the right to for all cancellations made less than the National Association of State Boards • Recent developments and trends—market • Value added tax (VAT) refuse admission to any individual whose three business days prior to the event. of Accountancy (NASBA), as a sponsor - Political issues MCLE: 6.5 hours behavior it deems inappropriate. All VP no-shows will be charged the full of continuing professional education on • Payments to foreign persons openings, opportunities member/nonmember fee. Coupon the National Registry of CPE Sponsors. - Refund rate Legal Specialization of Cancellation Policy no-shows must surrender the coupon used State boards of accountancy have final • Withholding tax India Speaker: China Speaker: If you need to cancel your registration, - Timing refunds Taxation Law: 6.5 hours you must cancel three business days prior to register. For registration policies, go to authority on the acceptance of individual • human resource issues dharmesh Pandya Sou k. Ho, CPA - Impact of SOX—planning opportunities to the event to receive a full refund. After www.educationfoundation.org/policies. courses for CPE credit. Complaints regarding registered sponsors may be KPMG LLP | New York, NY KPMG LLP | Mountain View - Timing of claims and submission that time a refund will be given less a $125 Note: Topics and speakers are subject to • Related forms addressed to the National Registry of Level: Update cancellation fee. No refunds will be given change. For up-to-date information, go to CPE Sponsors, 150 Fourth Avenue North, for no-shows. www.educationfoundation.org. Suite 700, Nashville, TN, 37219-2417. Prerequisites: None www.nasba.org.
Pages to are hidden for
"International Tax and Business Conference"Please download to view full document